FinovateFall 2018 / Digital Onboarding

Presenter Profile:

How they describe themselves: Digital Onboarding helps banks and credit unions turn account holders into engaged and profitable relationships by making it easy for customers and members to adopt account-related services like direct deposit, online bill pay, and debit cards. We are a team of financial services sales and marketing professionals, technologists, and entrepreneurs. Many of us have a long history in the digital account origination space. Our team is deeply passionate about helping financial institutions succeed and we believe that there is no bigger differentiator than delivering an exceptional experience.

How they describe their product/innovation: While most marketers say that their email automation and marketing automation skills are not up to par and they are not using most features effectively, the Digital Onboarding platform is designed to be simple and cost efficient. Our platform enables institutions to instantly create emails and SMS reminders that drive personalized digital journeys, which educate and motivate customers and members to take action. The platform’s E.W.E. machine learning capability helps marketers automatically test and discover the most effective message cadence, content, and incentive offers to drive optimum performance.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed


Bus. Dev.: Ted Brown, CEO,, (732) 996-8394
Press: Laurie McLachlan, CMO,, (617) 921-2916

More Videos: FinovateFall 2018